You can remove items from the phone layout, and they will still exist on the default dashboard. The blue check marks next to items indicate that those items are already present in the view you are currently working on. Now these items can be added to the phone layout. If the container is off to the side, it will not appear on your default layout when it is published, but the elements will be available in the phone layout section. I then drag my floating container to the right side past the edge of my dashboard. In this case, I’ll need the sales over time chart, the sales by state chart, and the region filter (since I don’t have that in the default dashboard). I like to do this by adding a floating container to my dashboard in the default layout and then adding all the sheets I will need for my phone layout into the floating container. In my mobile-optimized version, instead of keeping all eight charts and scrolling through all of them, I’m going to have two charts (the scorecard and Sales by State) and use a filter to select a region. In my example dashboard, I have a view that looks at sales over time and by state for four regions. Phone-specific worksheets must exist in your default dashboard to be available for the phone layout, but you can add other objects like text, images, blanks, or navigation objects directly into the phone layout. If you decide to create a custom phone layout, here are 4 things to keep in mind:ġ. Custom phone layout – 4 Things to Keep In Mind This will add extra steps to the process, so this is something to consider before creating a fully independent phone layout. If you change the URL on the default layout, you will have to also change the URL on the phone layout. For example, let’s say you have an image on the default layout with a link to a website. Once you create a custom phone layout (indicated by an open lock icon), it becomes fully independent and you’ll need to manually add and arrange items to reflect changes to the default dashboard. The auto-generated phone layout (indicated by a closed lock icon) automatically reflects changes to the default dashboard. You may have never even noticed the phone layout if your organization hasn’t had access to Tableau Mobile. When you create a dashboard in Tableau, you are working in “default” dashboard mode and a phone layout is always automatically generated. Using the “Auto-generated phone layout” feature: It’s not bad, but the map’s title is far away from the map, the filters are near the bottom of the dashboard, and there’s all that extra space near the bottom! Also, I had used containers in the default layout, and all the containers and their formatting have disappeared. I then leveraged the “auto-generated phone layout” feature. I recently created this sales dashboard using Tableau’s superstore dataset In my experience, however, the automatically created layouts rarely get everything right and, often, you will need to take extra steps to ensure the best experience for your audience when they use a mobile device. Technically speaking, yes, Tableau does automatically create dashboard layouts optimized for mobile devices. You may be thinking, “Wait, I thought Tableau automatically created dashboards that would look great on a phone for me!” Has your organization recently deployed Tableau Mobile or is planning to deploy soon? Not sure how to optimize all your existing Tableau dashboards for mobile devices? Then keep reading for tips and tricks on making your desktop dashboards mobile-friendly!
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